Tuesday, June 15

Welcome to the FOX Technology Showcase

Kent Lawson, Director, Technology Integration Services, Family Office Exchange

The Cyber Landscape for Family Offices in 2021

Kate Brett Goldman, CEO and Founder, Cybermaniacs 
Angelo D’Agostino, Cybermaniacs Head of People and Founder, HCG Advisors

Introduced by Lucy Millard, Head of Institutional Client Service Team, Masttro

Cybercrime has accelerated and matured at a breathtaking pace. What once was the domain of lone hackers in basements now ranks with the highest threats to businesses, people, and countries today. From how the attackers got into the aftermath of a cyber event, how this has affected and will continue to affect the family office space requires a dual lens approach. Get up to speed on key threats you will face, learn new trends in protection and risk practices, and take away the simple but critical steps you need to take to secure your organization against cybercrime and digital risk. Kathryn Brett Goldman, the CEO and Founder of the Cybermaniacs and Angelo D’Agostino of the Cybermaniacs and HCG Advisors, bring you beyond the headlines of major breaches of the past year to greater insights about future risks.

Path to the Family Office of the Future

Phil Ierardi, Senior Vice President of Sales at Eton Solutions, LP

Most family offices want to modernize their operations and leverage the newest innovations in AI and machine learning. The data of many family offices is not properly organized to take advantage of such technologies. Family office technology has come a long way, however family offices still lag in the adoption of these enabling technologies. Eton Solutions will discuss the steps you need to make to be prepared for the family office of the future and better serve members of the family.

Concurrent Technology Demonstrations

• Eton Solutions
• Masttro
• Northern Trust
• Sage Intacct

Concurrent Technology Demonstrations

• Addepar
• Backstop Solutions
• RockIT Solutions
• SEI

Concurrent Technology Demonstrations

• Eton Solutions
• Private Wealth Systems
• RockIT Solutions
• SEI

Building a Family Office Technology Ecosystem: One Family Office’s Story

Rick Fowler, Director of Financial Systems at Petrus Trust Company
Paul Freeland, Managing Director of SEI Family Office Services 

Join Paul Freeland, Managing Director of SEI Family Office Services, and Rick Fowler, Director of Financial Systems for Petrus Trust Company, as they talk about the dos and don’ts of building out your family office’s technology stack. During this 30-minute fireside chat, Paul and Rick will discuss:

•    Best of breed versus integrated technology
•    Considerations for managing your own data warehouse
•    The importance of implementing the right combination of people, process and technology

Concurrent User Group Roundtables

• Eton Solutions
• Sage Intacct

Have you ever wanted to talk with others who are using the same technology solution that you have? Do you have questions or issues to discuss directly with the provider themselves? Are you interested in hearing inside questions about a product you are considering? Now you have that opportunity. The User Group Roundtables are meant to allow current users, or others who might be considering the product for their office, the chance to meet directly with other peers and the vendor in an environment where you can learn and hear about solutions around that specific technology.

Wednesday, June 16

Day One Recap and About the Family Office Exchange

Kent Lawson, Director, Technology Integration Services, Family Office Exchange
Glen W. Johnson, Chief Operating Officer, Family Office Exchange

Family Office Best Practices for Selecting Enterprise Technology

Jack Kristan, CPA, CIA, Partner, Plante Moran
Natalie Schwarz, Senior Manager, Plante Moran

New family office enterprise software can improve operations and advance strategic goals. Modern cloud-based solutions offer more capabilities and security, if fully leveraged properly. How can Family Offices ensure they are procuring the ‘right’ solution for their Family Office, mitigating risk through contract negotiations, and aligning processes and people with best practices during system implementation? Our experts talk about a structured approach, the selection process and steps at a high-level, and speak to a few tips/best practices within the process.

Navigating the Uncertain Waters of Security and Technology Risk

Karen Brooks, CISO/VP of Technology Risk, Addepar

In today's financial climate rules and regulations are constantly changing all while outside threats continue to rise. Join Karen Brooks from Addepar as she addresses some of the less obvious security challenges and the role technology should play in protecting your client. 

Concurrent Technology Demonstrations

• Addepar
• Masttro
• Private Wealth Systems
• SEI

Concurrent Technology Demonstrations

• Addepar
• Black Diamond Wealth Platform
• RockIT Solutions
• Sage Intacct

Concurrent Technology Demonstrations

• Eton Solutions
• Backstop Solutions
• RSM
• SEI

Confluence of Wealth in the UHNW Space: Family Office, Trust and Private Client 

Subir Chatterjee, President and Chief Executive Officer, RockIT Solutions, LLC
Stuart Hendry, Head, Operations & Performance, Fi-Tek, LLC and RockIT Solutions, LLC

Today’s wealth management landscape, and more specifically the HNW & UHNW sector is growing rapidly with needs of new products and services.  They are invested in Specialty Assets such as Private Equity, Partnerships, Hedge Funds, Direct Investments and SPACs are becoming more common and requires special asset servicing and reporting.  Specialty Assets require technology in sync with other public securities to ensure straight thru processing for reporting, performance, and partnership accounting and tax. RockIT and Fi-Tek have a suite of products which have been integrated together to create a Private Wealth Solutions platform – which provides a scalable solution for Specialty Assets as well as public securities.

Concurrent User Group Roundtables

• RockIT Solutions
• SEI

Have you ever wanted to talk with others who are using the same technology solution that you have? Do you have questions or issues to discuss directly with the provider themselves? Are you interested in hearing inside questions about a product you are considering? Now you have that opportunity. The User Group Roundtables are meant to allow current users, or others who might be considering the product for their office, the chance to meet directly with other peers and the vendor in an environment where you can learn and hear about solutions around that specific technology.

Thursday, June 17

Day Two Recap

Kent Lawson, Director, Technology Integration Services, Family Office Exchange

Cybersecurity for Family Offices: Today's Threats and Mitigations

Jessica Dore, CISA, Principal, Technology Solutions, Rehmann

Cybercrime is the fastest growing crime in the U.S. according to Cybersecurity Ventures. As accessibility to technologies and methods to commit cybercrimes grows, it is critical now more than ever for family offices to stay aware of these issues and take measures to protect against cyber criminals. Join this session to learn about the latest cybersecurity threats and techniques and gain actionable insights on how to safeguard your family office.

The Evolving Role of Family Office CFOs - Leveraging Technology to Power Decision-Making

Ben Collins, Senior Director, Financial Services Industry Marketing, Sage Intacct, Inc.

The way work happens within Family Offices has changed – we are mobile, social, flexible, and adept at change. We trust data and expect technology to provide the solution to make us more efficient, productive and allow us to remain ahead of the curve. This new dynamic has made its way to the role of the CFO, which has undergone more changes in the past five years than the previous 50. This has created a new breed of finance leader – CFO 3.0. Now more than ever before, Family Office CFOs and finance leaders are playing an increasingly pivotal role in leading their businesses during a disruptive and ever-shifting landscape.

During this session, Ben Collins from Sage Intacct will touch upon the following themes:

-    How the role of the CFO is evolving, driven by a need for digitalization within the broader wealth management industry

-    Why finance leaders need to continue investing in training and educating their teams on the role digitalization will play

-    The ways modern finance leaders are embracing the future and investing in emerging technologies

We hope you can join us for what promises to be an enlightening look at how you can harness the power of a new breed of technology tools to not only show where you are today – but help guide where your organization is headed tomorrow.

Concurrent Technology Demonstrations

• Black Diamond Wealth Platform
• Masttro
• Private Wealth Systems
• Sage Intacct

Concurrent Technology Demonstrations

• Eton Solutions
• Northern Trust
• Private Wealth Systems
• RockIT Solutions

Concurrent Technology Demonstrations

• Addepar
• Masttro
• RSM
• Sage Intacct

Concurrent User Group Roundtables

• Addepar
• Private Wealth Systems

Have you ever wanted to talk with others who are using the same technology solution that you have? Do you have questions or issues to discuss directly with the provider themselves? Are you interested in hearing inside questions about a product you are considering?  Now you have that opportunity. The User Group Roundtables are meant to allow current users, or others who might be considering the product for their office, the chance to meet directly with other peers and the vendor in an environment where you can learn and hear about solutions around that specific technology.